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Webinar 101: Essential Nonprofit Investment Strategies
April 13, 2017 @ 2:00 pm - 3:00 pm
What can happen when a nonprofit isn’t following its investment policy statement, or worse, doesn’t have one at all? This webinar defines the need for a well-crafted investment policy statement to provide responsible parameters for organizations, whether you are large or small. It is intended to inform nonprofits about common financial pitfalls (high fees, inappropriate investments, etc.) and how an investment policy statement can help avoid them. In addition, real-world case studies will be presented that focus on the financial challenges faced by nonprofits and how to overcome them. For many nonprofits, their invested endowment can be viewed as their largest potential donor. This discussion is for those looking to define financial guidelines and guard against common miss-steps.
- investment policy statements — crafting a document with guidelines for allowable investment practices and accountability
- risk management — optimum balance of a portfolio to achieve a targeted return at acceptable risk
- asset allocation — pros and cons of various investment vehicles and their appropriateness for nonprofit portfolios